Elder Law

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Planning for Incapacity: Trusts, POAs, and Advance Directives

Credits Available
Credit Status Total
California MCLE Paralegal Approved 4 Total
Alaska CLE Reciprocity 4 Total
Alabama CLE Approved 4 Total
Arkansas CLE Approved 4 Total
Arizona CLE Approved 4 Total
California CLE Approved 4 Total
Colorado CLE Approved 5 Total
Connecticut CLE Approved 4 Total
Delaware CLE Approved 4 Total
Florida CLE Approved 5 Total
Georgia CLE Approved 4 Total
Hawaii CLE Approved 4 Total
Iowa CLE Upon Request 4 Total
Illinois CLE Approved 4 Total
Indiana CLE Approved 4 Total
Kansas CLE Approved 4.5 Total
Kentucky CLE Approved 4 Total
Maine CLE Approved 4 Total
Minnesota CLE Approved 4 Total
Missouri CLE Approved 4.8 Total
Northern Mariana Islands CLE Approved 4 Total
Montana CLE Pending 4 Total
North Carolina CLE Approved 4 Total
Nebraska CLE Approved 4 Total
New Hampshire CLE Approved 4 Total
New Jersey CLE Approved 4.8 Total
New Mexico CLE Approved 4 Total
Nevada CLE Approved 4 Total
New York CLE Approved 4.5 Total
Ohio CLE Approved 4 Total
Oklahoma CLE Approved 5 Total
Pennsylvania CLE Approved 4 Total
South Carolina CLE Approved 4 Total
Tennessee CLE Approved 4 Total
Texas CLE Approved 4 Total
Utah CLE Approved 4 Total
Virginia CLE Approved 4 Total
Vermont CLE Approved 4 Total
Washington CLE Approved 4 Total
Wisconsin CLE Approved 4.5 Total
West Virginia CLE Approved 4.8 Total
Wyoming CLE Upon Request 3 Total
Delaware Certified Paralegal Program Approved 4 Total
Florida Registered Paralegal Approved 5 Total
Indiana Paralegal CLE Approved 4 Total
Montana CLE Credit for Paralegals Approved 4 Total
North Carolina Continuing Paralegal Education Approved 4 Total
New Mexico Paralegal Division, State Bar of Approved 4 Total
Ohio Certified Paralegals Approved 4 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 4 Total
Live Online
4 hours
Rhonda Steller
Michael Norvell
Daniel Del Collo
Ricardo Aponte-Parsi
Amy Gould
With Rhonda D. Steller from Medicaid Planning & Resource Center, Law Firm, PLLC + 4 others

Wed, Sep 02, 00:00 AM – 00:00 PM

Product ID 102306

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Overview

Will Your Documents Work When Clients Need Them the Most?

Most incapacity plans look complete on paper but fail under pressure. Financial institutions reject POAs, health care providers ignore directives, families clash, and what was supposed to avoid court involvement ends in guardianship. This essential program focuses on where incapacity planning breaks and how to draft and advise to prevent those failures. Make sure your plans work in the real world - register today!

  • Understand why financial powers of attorney go awry and how to draft them right.
  • Identify the hidden gaps in health care directives.
  • Determine when and how to use trusts in incapacity planning.
  • Assess and document capacity to protect both your client and your practice.

Abbreviated Agenda

  1. Financial Powers of Attorney That Work (With Sample Language)
  2. When Planning Fails: The Road to Guardianship
  3. Health Care Decision-Making That Holds Up in the Real-World
  4. Capacity Assessment and Preventing Undue Influence
  5. Trusts and Incapacity
  6. Case Study: Aging Client With Early Dementia Diagnosis

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Related Topics

Product ID 102306

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 4 Total
Alaska CLE Reciprocity 4 Total
Alabama CLE Approved 4 Total
Arkansas CLE Approved 4 Total
Arizona CLE Approved 4 Total
California CLE Approved 4 Total
Colorado CLE Approved 5 Total
Connecticut CLE Approved 4 Total
Delaware CLE Approved 4 Total
Florida CLE Approved 5 Total
Georgia CLE Approved 4 Total
Hawaii CLE Approved 4 Total
Iowa CLE Upon Request 4 Total
Illinois CLE Approved 4 Total
Indiana CLE Approved 4 Total
Kansas CLE Approved 4.5 Total
Kentucky CLE Approved 4 Total
Maine CLE Approved 4 Total
Minnesota CLE Approved 4 Total
Missouri CLE Approved 4.8 Total
Northern Mariana Islands CLE Approved 4 Total
Montana CLE Pending 4 Total
North Carolina CLE Approved 4 Total
Nebraska CLE Approved 4 Total
New Hampshire CLE Approved 4 Total
New Jersey CLE Approved 4.8 Total
New Mexico CLE Approved 4 Total
Nevada CLE Approved 4 Total
New York CLE Approved 4.5 Total
Ohio CLE Approved 4 Total
Oklahoma CLE Approved 5 Total
Pennsylvania CLE Approved 4 Total
South Carolina CLE Approved 4 Total
Tennessee CLE Approved 4 Total
Texas CLE Approved 4 Total
Utah CLE Approved 4 Total
Virginia CLE Approved 4 Total
Vermont CLE Approved 4 Total
Washington CLE Approved 4 Total
Wisconsin CLE Approved 4.5 Total
West Virginia CLE Approved 4.8 Total
Wyoming CLE Upon Request 3 Total
Delaware Certified Paralegal Program Approved 4 Total
Florida Registered Paralegal Approved 5 Total
Indiana Paralegal CLE Approved 4 Total
Montana CLE Credit for Paralegals Approved 4 Total
North Carolina Continuing Paralegal Education Approved 4 Total
New Mexico Paralegal Division, State Bar of Approved 4 Total
Ohio Certified Paralegals Approved 4 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 4 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Financial Powers of Attorney That Work (With Sample Language)

    1. Why POAs Fail in Practice: Common Breakdown Points
    2. Immediate vs. Springing
    3. Gifting Authority: The Line Between Planning and Exploitation
    4. Third-Party Refusals: Why Banks Say "No" (and How to Fix It)
    5. Digital Assets and Online Access
    6. Agent Abuse: How to Prevent it

  2. When Planning Fails: The Road to Guardianship

  3. Health Care Decision-Making That Holds Up in the Real-World

    1. Default Surrogate Laws vs. Planning
    2. Health Care POAs: Scope, Gaps, and Hidden Limitations
    3. Advance Directives/Living Wills That Work: Practical Drafting Advice
    4. Beyond HCPOAs and Living Wills: Filling the Gaps in Health Care Planning
    5. HIPAA and Pre-Incapacity Access
    6. Why Providers Follow POLST/DNR Orders - Not Your Directive

  4. Capacity Assessment and Preventing Undue Influence

    1. What "Capacity" Really Means
    2. Documenting Capacity: What to Record to Survive a Challenge
    3. Who Should and Shouldn't Be at the Client Meeting
    4. Spotting Undue Influence (and Red Flags Attorneys Miss)
    5. When to Consider Supported Decision-Making Agreements

  5. Trusts and Incapacity

    1. Using Revocable Trusts in Incapacity Planning
    2. Incapacity Determination Language
    3. POA vs. Trust: Overlap, Gaps, and Coordination
    4. Long-Term Care and Medicaid Planning Considerations
    5. Trustee Abuse and Family Conflict: Lessons From Litigation

  6. Case Study: Aging Client With Early Dementia Diagnosis

Who Should Attend

This program is designed for attorneys. Fiduciaries and paralegals may also benefit.

Speakers

Rhonda D Steller
Rhonda D.
Steller
Medicaid Planning & Resource Center, Law Firm, PLLC
Michael C Norvell
Michael C.
Norvell
Medicaid Planning & Resource Center, Law Firm, PLLC
Daniel Del Collo III
Daniel
Del Collo, III
The Law Office of Daniel Del Collo III
Ricardo Aponte-Parsi
Ricardo
Aponte-Parsi
Office of the General Counsel at Secretary of the Air Force (SAF/GCN)
Amy R Gould
Amy R.
Gould
Weiner Law Group LLP
Speaker bio
Rhonda D Steller

Rhonda D. Steller

Medicaid Planning & Resource Center, Law Firm, PLLC
Rhonda Steller

is the manager at Medicaid Planning & Resource Center, Law Firm, PLLC in Leesburg, Florida. She has been a Medicaid planner for over 19 years.

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Speaker bio
Michael C Norvell

Michael C. Norvell

Medicaid Planning & Resource Center, Law Firm, PLLC
Michael Norvell

graduated from the University of Florida Fredric G. Levin School of Law in 1976 and was admitted to The Florida Bar in November of 1976. Prior to entering law school, he served in the US Army from 1965-1967 where he was part of the Army Engineer Field Unit of the Ethiopia - U.S. Mapping Mission. This mission was the last ground mapping of an entire country ever undertaken. Mr. Norvell's practice has transitioned to late life issues, such a guardianship, Medicaid planning, trust and probate administration, and litigation. He has been working in the area for over 40 years and has two practices in the Leesburg area, with one office dedicated to the sole practice of Medicaid planning. Mr. Norvell is a member of the University of Florida President's Council.

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Speaker bio
Daniel Del Collo III

Daniel Del Collo, III

The Law Office of Daniel Del Collo III
Daniel Del Collo

is the owner of The Law Office of Daniel Del Collo III, where he concentrates his practice in the areas of estate planning, estate administration and elder law, including the drafting of wills, trusts and special needs, guardianships, Medicaid planning, powers of attorneys, and advanced medical directives. His elder law clients also call upon him to handle personal injury, real estate and business law matters. Mr. Del Collo also provides counsel to individuals and families with loved ones suffering from varying types and degrees of dementia such as Alzheimer's, Parkinson's, Huntington's and other neurological diseases. He earned his B.A. degree from Haverford College and his J.D. degree from Rutgers School of Law-Camden.

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Speaker bio
Ricardo Aponte-Parsi

Ricardo Aponte-Parsi

Office of the General Counsel at Secretary of the Air Force (SAF/GCN)
Ricardo Aponte-Parsi

is a real estate and corporate counsel with a 22+ year track record of assessing risk, managing litigation, and building compliance systems to protect organizational interests. He is a trusted business partner and problem solver, dedicated to delivering exceptional results that advance business objectives through preventive counseling, strategic risk management, and shrewd advocacy. Mr. Aponte-Parsi is a team leader and project manager who builds relationships, leads change, and communicates effectively with private and public stakeholders. He earned his bachelor's degree from Syracuse University, with a major in international relations, and his J.D. degree from the Interamerican University of Puerto Rico School of Law. In May 2014, Mr. Aponte-Parsi completed his Master of Laws degree from Northwestern University School of Law and a Certificate in Business Administration from IE Business School in Madrid, Spain. In 2018, he completed a second LL.M. degree at Georgetown University Law School in securities and financial regulation. In 2022, Mr. Aponte-Parsi completed a certification in privacy law from Seton Hall University School of Law. He was president of the Board of the Puerto Rico Education Council, the licensing agency for the Commonwealth, and is currently the chairman of the Board of Trustees of the San Juan Community College. Since November of 2024, Mr. Aponte-Parsi has worked as an associate general counsel at the Office of the General Counsel of the Air Force (SAF/GCN) at Lackland Air Force Base, in San Antonio, Texas. SAF/GCN provides legal and policy advice to members of the Secretariat, air staff, and space staff on virtually all matters relating to the department's 180 installations, nearly 10 million acres of real estate, base realignment, and closure; programs for environmental planning, compliance, and restoration and natural and cultural resources management; and programs for safety and occupational health.

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Speaker bio
Amy R Gould

Amy R. Gould

Weiner Law Group LLP
Amy Gould

is of counsel at Weiner Law Group LLP. She is a seasoned attorney with over two decades of experience in wealth transfer planning; drafting wills and trusts; gift, estate, income, and generation-skipping transfer tax planning; charitable gift planning; business succession planning; and probate proceedings and estate administration. After working closely with clients to identify their definition of success and develop goals, Ms. Gould seamlessly balances anticipated tax implications, the unique circumstances of the client's family, and future needs in creating a sound exit strategy or estate plan that addresses the client's goals and concerns. A trusted advisor, she serves as outside general counsel to high-net-worth clients, their businesses, and their family offices by employing a wide range of estate planning tools to meet the individual needs of each client. Prior to joining the Weiner Law Group, Ms. Gould served as in-house counsel for various New York City and New Jersey financial firms including Fortis Lux Financial, Corrado Financial Group, and True North Financial. In her capacity as in-house counsel, she partnered with financial professionals to develop estate and succession plans for high and ultra-high net worth individuals. Ms. Gould earned her B.A. degree from University of Nevada and her J.D. degree from University of the Pacific - McGeorge School of Law.

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